Top 2306 Financial representative Jobs in Sugar Land, Tx

Satellite Personal Financial Representative - UT Health
UFCU —Houston, TX
- Monday to Friday
- Background check
- Spanish
- Military
Quick Apply
8d
Financial Advisor - Full Training & Development Included
Northwestern Mutual —Houston, TX
- $50,000 - $150,000 a year
- Choose your own hours
- Sales
- Bachelor of Science
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Office Services Associate
Forrest Solutions LLC —Houston, TX
- Up to $26 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
3d
Membership Services Representative
Southern Federal Credit Union —Houston, TX
- $17 - $19 an hour
- Full-time
- Microsoft Outlook
- Word processing
- Basic math
- Health insurance
- Dental insurance
Quick Apply
12d
Remote Licensed Financial Services Rep
SalesDraft Recruiting —Bellaire, TX
- $80,000 - $250,000 a year
- Full-time
- Remote
- Mid-level
- Communication skills
Quick Apply
Client Relations Associate - Financial Services (Training Provided)
EverTrust Financial —Houston, TX
- $4,000 - $6,000 a month
- Part-time
- Hybrid work
- No experience needed
- Communication skills
- Entry level
- Paid training
- Opportunities for advancement
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Associate Financial Representative
LPL Financial —Houston, TX
- $67,500 - $112,500 a year
- Full-time
- Research
- Mid-level
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
11d
Sales Rep - National Sales Representative - On Premise
SPECS FAMILY PARTNERS LTD —Rosenberg, TX
- Full-time
- Sales
- Entry level
Quick Apply
Member Service Representative (Full-Time) – Missouri City
Navy Federal Credit Union —Missouri City, TX
- $22.26 - $25.87 an hour
- Online Application
- Research
- Office
- Communication skills
- Referral program
12d
Account Associate - State Farm Agent Team Member
Thad Olive - State Farm Agent —Sugar Land, TX
- $60,000 - $80,000 a year
- Full-time
- Sales
- Office
- Organizational skills
- Health insurance
- 401(k)
Quick Apply
Patient Navigator - Physician Services - Full Time
OakBend Medical Center —Richmond, TX
- Full-time
- Hospital
- Writing skills
- Mid-level
Customer Service Representative - Hybrid
Palacios Investments —Houston, TX
- $40,000 - $80,000 a year
- Part-time
- Hybrid work
- Bilingual
- Background check
- Sales
- Paid time off
- Professional development assistance
Quick Apply
14d
Customer Service Representative
Lions HQ Financial —Richmond, TX
- $3,400 - $6,500 a month
- Part-time
- Hybrid work
- Bilingual
- Sales
- Computer literacy
- Paid time off
- Professional development assistance
Quick Apply
3d
Multi-Line Representative - State Farm Agent Team Member
Vahn Doctolero - State Farm Agent —Richmond, TX
- $60,000 - $80,000 a year
- Full-time
- Office
- Organizational skills
- Communication skills
- Paid time off
- Opportunities for advancement
Quick Apply
Account Associate - State Farm Agent Team Member
Chris Tulloch - State Farm Agent —Pearland, TX
- $60,000 - $80,000 a year
- Full-time
- Sales
- Office
- Organizational skills
- 401(k)
- Paid time off
Quick Apply
Finance Operations Specialist
Buildforce —Houston, TX
- $75,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- 2 years
- Health insurance
- Dental insurance
Quick Apply
Account Representative - Patient Accounts - PRN - Varies
OakBend Medical Center —Richmond, TX
- PRN
- Hospital
- High school diploma or GED
- Typing
Financial Services Representative - State Farm Agent Team Member
Thad Olive - State Farm Agent —Sugar Land, TX
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Leadership
- Health insurance
- 401(k)
Quick Apply
Customer Service Representative
Avant Vision Co. —Houston, TX
- $55,000 - $75,000 a year
- Full-time
- Computer literacy
- Analysis skills
- Typing
- Health insurance
- Dental insurance
Quick Apply
6d
Account Associate - State Farm Agent Team Member
Vahn Doctolero - State Farm Agent —Richmond, TX
- $60,000 - $80,000 a year
- Full-time
- Sales
- Office
- Organizational skills
- Paid time off
- Opportunities for advancement
Quick Apply

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Satellite Personal Financial Representative - UT Health

UFCU -
Houston, TX

Quick Apply

Job Details

8 days ago

Qualifications

Spanish
Customer communication
Financial sales
Financial services customer support
Compliance with loan regulations
Regulatory compliance
English
High school diploma or GED

Full Job Description

About the Job

As a Personal Financial Representative, you will engage with our Members and prospective Members to identify needs and educate them on products and services that will improve their financial wellbeing and quality of life. Eager to build strong, long-term meaningful relationships, our Personal Financial Representatives have a passion for exceptional Member service. Personal Financial Representatives strive to provide a caring and exceptional Member experience by effectively communicating with Members to understand Member needs, identifying product and service needs, identifying solutions, and resolving Member requests and issues.

About UFCU

Founded in 1936, UFCU has grown to serve Members across Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures.

In pursuit of our aspiration that UFCU is loved by millions of Members and built to thrive for generations, we are guided by our values:

Purposefully Member-Obsessed

We are driven by a profound sense of empathy to deeply understand our Members’ needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members’ best interests, forever seeking to empower their financial success.

Possibilities Reimagined

We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights.

Performance Excellence Rooted in Unwavering Integrity

We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration.

Essential Functions of the Job

Member Relationships

Open savings, checking and deposit accounts as well as Certificate of Deposits
Educate members on Credit Reviews and Needs Assessments
Accept and input consumer and business loans
Communicate UFCU’s Mission, Vision, and Values

Account Services

Refer fraud claims to experts
Provide online and mobile support
Increase Automated Teller Machine limits
Release check holds
Provide notary services
Conduct Signature Guarantees
Complete wire transfers
Validate vehicle values
Manage account restrictions and pop-up concerns, and add travel notes on member accounts
Partner with Collections for members who are past due
Problem solve and facilitate connecting members with internal business partners

Conduct Transactions

Process service requests and financial transactions
Process stop payments via check, ACH and/or Cashier’s Checks
Process ATM and Point-of-Service transaction disputes
Set-up and grant access to safe deposit box
Print documents, including Debit/ATM cards, vehicle buyer’s checks, temporary checks, Statements, and direct deposit letters

Compliance

Performs other duties as assigned.
Adhere to all company policies, procedures and business ethics codes.
Complete required regulatory training as assigned.
Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation.

Business Development

Make external business partner referrals
Host tables at and attend community events

Knowledge, Skills and Abilities

Ability to effectively build relationships, establish rapport, and diplomatically communicate information
Effective active listening skills
Excellent verbal, interpersonal, and written communication skills
Ability to be adaptable and work in a fast-paced environment
Ability to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issues
Strong attention to detail
Strong organizational and time management skills
Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a “what can I do to help?” attitude
High proficiency in Microsoft Office
Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification

Core Competencies

Demonstrating Member Obsession
Demonstrating Performance Excellence
Demonstrating Innovation

Required Qualifications

High School Diploma or GED
English/Spanish bilingual
Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment
Minimum of two (2) years of customer service experience
Minimum of one (1) year working in a team environment
Advanced knowledge of current local, state, and federal regulations

Preferred Qualifications

Bachelor’s Degree
Credit Union experience
Series 6, 63, and/or Texas Life and Health Insurance licenses
Registered NMLS
Investment license
Consumer lending experience
General knowledge of applicable financial industry regulations
Military experience

Hours

Monday through Friday from 8:30am to 5:30pm, and on Saturday from 9am to 2pm.

About This Career Opportunity

We’re always looking for great talent. If you’re looking for a career with a socially conscious, service-oriented organization and want to have fun while you’re at it, join our UFCU team!

#INDUFCU

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

financial representative jobs in sugar land, tx

Satellite Personal Financial Representative - UT Health

Financial Advisor - Full Training & Development Included

Office Services Associate

Membership Services Representative

Remote Licensed Financial Services Rep

Client Relations Associate - Financial Services (Training Provided)

Associate Financial Representative

Sales Rep - National Sales Representative - On Premise

Member Service Representative (Full-Time) – Missouri City

Account Associate - State Farm Agent Team Member

Patient Navigator - Physician Services - Full Time

Customer Service Representative - Hybrid

Customer Service Representative

Multi-Line Representative - State Farm Agent Team Member

Account Associate - State Farm Agent Team Member

Finance Operations Specialist

Account Representative - Patient Accounts - PRN - Varies

Financial Services Representative - State Farm Agent Team Member

Customer Service Representative

Account Associate - State Farm Agent Team Member

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